Mikel Wealth Management

Overview

Mikel Wealth Management is an independent RIA structured as a limited liability company that focuses on serving individual and family clients. The firm operates primarily as an advisory practice offering financial planning, portfolio management for individuals and small businesses, and educational seminars. It also conducts insurance brokerage and law-related activities, which creates additional fee streams beyond its asset-based advisory charges. The firm charges a percentage of assets under management alongside other fees, reflecting a blended revenue model tied to both investment advising and its insurance/legal services. Investment orientation shows a clear tilt toward publicly listed equities. Mikel Wealth Management reports a strong preference for exchange-traded equities as the dominant allocation in client accounts and does not position itself as an ESG-focused manager. The firm is not a capital allocator in the sense of running private funds; instead it relies on third-party external managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices